Senior Account Executive- Strategic Accounts - Remote (USA)

OneDigital•Remote-California, CA

6d•$150,000 - $170,000•Remote

About The Position

OneDigital is a people-focused organization at its core, dedicated to helping employers provide their employees with peace of mind through comprehensive insurance solutions. We differentiate ourselves by offering a unique blend of services, technology-based tools, and a team of advisors who are deeply committed to client well-being. We are seeking a highly experienced and strategic Senior Account Executive to join our Strategic Accounts segment, focusing on clients with over 3,000 employees, complex funding structures, and customized benefit programs. This is a critical role for a proven operator who can immediately contribute to a high-performing, fast-paced environment, managing large and sophisticated clients. The Senior Account Executive will be a key member of the client leadership team, responsible for owning and elevating the client experience through operational excellence, strategic execution, and proactive partnership. Success in this role requires the ability to operate independently, think strategically, and execute with precision from day one.

Requirements

Demonstrated success managing large, complex employee benefits clients (3,000+ lives) within a brokerage or consulting environment.
Deep understanding of employee benefits, including both fully insured and alternative funding arrangements.
Proven ability to operate effectively within a highly matrixed team structure, influencing without direct authority.
Strong executive presence with the ability to engage and influence senior client stakeholders.
Exceptional project management and organizational skills, with the ability to manage multiple complex workstreams simultaneously.
Highly proactive, solutions-oriented mindset with strong problem-solving capabilities.
Ability to operate with speed, precision, and accountability within a high-performing team environment.
Strong written and verbal communication skills, with a high level of professionalism and attention to detail.
Ability and willingness to attend in-person client meetings and travel as needed.
7+ years of experience in employee benefits account management, with a significant portion supporting large-group or enterprise clients.
Proven experience supporting self-funded and complex benefit structures required.
Demonstrated experience leading or coordinating cross-functional service teams.
Life & Health License required.
Advanced proficiency in Microsoft Excel and PowerPoint required.
Experience working with data, reporting, and analytics tools preferred.

Nice To Haves

Bachelor’s Degree preferred.

Responsibilities

Serve as a senior operational lead on complex client accounts, partnering closely with the Producer, Managing Consultant, and Senior Benefit Consultant to execute client strategy.
Own and continuously elevate the overall client experience, ensuring alignment between strategic intent and day-to-day service delivery.
Act as a primary point of contact for senior client stakeholders, demonstrating strong executive presence and the ability to communicate complex concepts clearly and confidently.
Lead execution of complex renewal cycles, coordinating across multiple carriers, vendors, and internal stakeholders while ensuring alignment with client objectives.
Manage and coordinate all day-to-day service delivery across a multi-disciplinary team, often including multiple Account Managers, Associate Account Managers, and Financial Benefit Consultants.
Serve as the day-to-day leader of the account team, driving alignment, accountability, and performance across all service resources.
Drive accountability across the service team by managing timelines, deliverables, and quality standards in a fast-paced, high-expectation environment.
Navigate and support complex funding arrangements (e.g., self-funded, level-funded, captives, and other alternative funding strategies), with a strong understanding of operational and financial implications.
Align service delivery with the client’s broader business objectives, ensuring benefit strategies are executed in a way that supports organizational goals.
Identify, anticipate, and proactively resolve service risks and gaps before they impact the client.
Lead resolution of complex service issues and escalations, coordinating cross-functional teams to drive timely and effective outcomes.
Partner with Financial Benefit Consultants and analysts to ensure accurate data flow, reporting, and insights that support client strategy.
Support client retention and growth by identifying opportunities to enhance value, strengthen relationships, and expand services in partnership with the Producer and consulting team.
Operate effectively within highly customized, non-standard service models, adapting approach based on client complexity and business needs.
Exercise strong judgment in ambiguous or high-stakes situations, making informed decisions that balance client needs, risk, and business priorities.
Mentor and elevate junior team members, contributing to the overall strength and performance of the team.